The member self-pay mode involves the following finance permissions:
Finance Permission
Description
View member account information
The admin account can view the balance information of member accounts.
View member account bills
The admin account can view the bill details of member accounts.
Issue invoices to member accounts
The admin account can issue invoices to member accounts.
Consolidate bills
The admin account can consolidate the bills of multiple member accounts for download.
Inherit offers
Member accounts can inherit the admin account’s offers specified in the contract.
Cost Analysis
The admin account can filter, view, classify, aggregate, and analyze member account costs.
Budget Management
The admin account supports configuring budgets for member accounts.
Viewing Member Account Balance
This section describes how the admin account views the balance information of its member accounts.
Directions
1. Log in to the Billing Center console with the admin account and select Account Info on the left sidebar.
2. In the drop-down list in the top-right corner, select a member account to view its balance information.
Viewing Member Account Bills
This section describes how the admin account views the bill details of member accounts.
Directions
1. Log in to the Billing Center console with the admin account and select Bills on the left sidebar.
2. On the Bill Overview page, select a member account in the drop-down list in the top-right corner to view its bill overview.
3. On the Bill Details page, select a member account in the drop-down list in the top-right corner to view its bill details. You can also click Confirm Bill to confirm the bill for the member account for the selected month.
Consolidating Member Account Bills
This section describes how the admin account consolidates the bills of multiple member accounts.
Directions
1. Log in to the Billing Center console with the admin account and select Bill Details on the left sidebar.
2. Select the Consolidated Bill tab, select the member accounts for which you want to consolidate bills, and click Download Consolidated Bill. You can also go to the Download Records page and click Download to download the consolidated bills.
Issuing Invoices to Member Accounts
This section describes how the admin account issues invoices to member accounts.
Directions
1. Log in to the Billing Center console with the admin account and select Invoicing on the left sidebar.
2. In the drop-down list in the top-right corner, select a member account to issue the invoice. The issued invoice belongs to the member account.
Inheriting Offers
This section describes how a member account inherits the admin account’s offers specified in the contract.
Inheritable offers
Member accounts can inherit the contract offers applied for by the sales rep, but not the official discount or promotional discount.
Contract offers include billing-level offers, finance-level offers, and rebates, as detailed in the table below:
Offer Type
Billing-Level Offer
Finance-Level Offer
Rebate
Offer description
It is applied to a single prepaid or pay-as-you-go order and takes effect in real time.
It is applied to consolidated bills on a monthly basis and takes effect on the first day of the next month.
It is a rebate (in the form of voucher or free credit) calculated based on a certain proportion of the bill amount in the current month. It takes effect on the third day of the next month.
Discount
✔
×
×
Contract price (linear, tiered, or fixed pricing)
✔
×
×
Minimum spend (fixed or fluctuated monthly)
×
×
×
Note:
“✔” means the offer is inheritable, and “×” means uninheritable.
Note:
Make sure all offers of member accounts are covered by the ones the admin account has applied for, so that they can still enjoy those offers after inheriting from the admin. Member accounts can choose to use their own applied offers without inheriting the admin account's offers, but once they inherit, only the inherited offers will apply.
Inherited offers cannot be applied to products in the blocklist which don’t support offer inheritance.
Only when the member accounts and the admin account use the same settlement cycle (such as daily or monthly) can the former inherit the latter’s offers. You can adjust the settlement cycle of products such as Cloud Streaming Services, Video on Demand, and Short Message Service for member accounts through CPQ.
Rebates and finance-level offers cannot be inherited.
You can go to the TCO console to allow member accounts under the same verified entity as yours to inherit your offers. To implement offer inheritance for member accounts under a different verified entity, contact your sales rep. Once the inheritance relationship is established, you can view the inheritance details of your member accounts.
In the organization fund allocation or member self-pay mode, the inherited offers will remain effective when the admin deletes the organization or removes organization members, or when members actively quit the organization. To cancel these offers, contact your sales rep.
Directions
Setting offer inheritance
When adding a member, you can set offer inheritance for the member account as follows:
2. On the Member account management page, click Add member.
3. On the Add member page, set offer inheritance in different ways based on different member adding methods.
Create member: The created member account and the admin account are under the same verified entity by default. Select Self-pay for the Payment mode option, select Inherit offer, and fill in other required information to create the member.
Invite member:
If the member account and the admin account are under the same verified entity, select Self-pay for the Payment mode option, select Inherit offer, and fill in other required information to invite the member.
If the member account and the admin account are under different verified entities, contact your sales rep if you want to set offer inheritance after selecting Self-pay for the Payment mode option.
Canceling inherited offers
To cancel the inherited offers of member accounts, contact your sales rep.
Cost Analysis
Assign Cost Analysis Permissions
When adding members, you can set cost Analysis permissions. The specific steps are as follows:
2. On the Member account management page, click Add member.
3. In the Add member page, select Create member, check Cost Analysis, and click OK. As shown in the following figure:
4. For added members, go to the Member Account Management page, find the member account, and click Edit in the Operation column.
5. On the edit member page, check Cost Analysis, and then click Confirm. For more details, see Cost Analysis.
View Cost Analysis
1. Log in to the TCO console, select Department Management from the left navigation bar.
2. On the organization structure page, click the department name to view the member list and their permissions.
3. Click Finance management in the target member > Cost Analysis.
Note:
Only members with Cost Explorer permissions can view cost analysis. To set Cost Explorer permissions, please see Assign Cost Analysis Permissions.
4. On the cost analysis page:
You can filter by classification dimension Owner Account and then view the member's cost analysis data;
You can also use the filtering box on the right Owner Account to filter member accounts and view the cost analysis data of the member account, as shown in the figure below:
Budget Management
Assign Budget Management Permissions
When adding members, you can set Budget Management permissions. The specific steps are as follows:
2. On the organization structure page, click the department name to view the member list and their permissions.
3. Click > Financial Management > Budget management of the target member.
4. On the Budget management page, click New and fill in the required information as prompted. Budget scope > Custom > Owner account, filter member accounts, and configure budgets for member accounts.
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